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Santori & Peters Inc’s Southern Company SO Stock Holding History

Santori & Peters Inc’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$283K Buy
2,953
+428
+17% +$40.3K 0.08% 70
2026
Q1 		$244K Buy
2,525
+18
+0.7% +$1.67K 0.08% 69
2025
Q4 		$219K Buy
2,507
+14
+0.6% +$1.28K 0.07% 69
2025
Q3 		$236K Buy
2,493
+19
+0.8% +$1.77K 0.08% 66
2025
Q2 		$227K Buy
2,474
+7
+0.3% +$629 0.08% 59
2025
Q1 		$227K Buy
2,467
+18
+0.7% +$1.56K 0.09% 58
2024
Q4 		$202K Buy
2,449
+18
+0.7% +$1.58K 0.08% 65
2024
Q3 		$219K Buy
+2,431
New +$208K 0.09% 59
2018
Q1 		– Sell
-1,928
Closed -$85K – 452
2017
Q4 		$85K Buy
+1,928
New +$98.2K 0.08% 82

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Santori & Peters Inc's SO Position: Q2 2026 in Review

Santori & Peters Inc increased its Southern Company (SO) stake by 17% in Q2 2026, buying an estimated $40.3K and bringing the position to 2,953 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #70.

Santori & Peters Inc first reported a position in SO in Q4 2017 and has held it in 9 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Santori & Peters Inc held 2,953 shares of Southern Company worth $283K as of Q2 2026.
  • Santori & Peters Inc bought 428 Southern Company shares in Q2 2026, an estimated $40.3K.
  • Southern Company made up 0.08% of Santori & Peters Inc's portfolio in Q2 2026, its #70 holding.
  • Santori & Peters Inc first reported a position in Southern Company in Q4 2017 and has held it in 9 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Santori & Peters Inc's 13F filing for Q2 2026, filed 24 Jul 2026.